创新药行业周报:短期波动 锚定产业趋势推动核心逻辑

湘财证券
Aug 31

市场分析与展望上周创新药板块呈现一定波动,周五大幅反弹。短期市场波动预计主要是交易层面因素导致,一方面,板块经历7-8 月快速上行后,短期交易资金出于收益锁定考量,显现出一定的获利兑现诉求,对短期市场流动性形成边际扰动;另一方面,其他科技类板块近期强势形成一定分流效应。基本面方面,创新药维持趋势向好态势,从披露中报业绩来看,疗效显著品种维持放量趋势,学术会议方面,9 月6 日至9日将召开 WCLC...

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